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Medtronic
MDT

Overview Fund Activity

2,063 hedge funds and large institutions have $95.5B invested in Medtronic in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 929 increasing their positions, 725 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,063
Holders Change
-2
Holders Change %
-0.1%
% of All Funds
29.9%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
172
Increased
929
Reduced
725
Closed
146
Calls
$643M
Puts
$778M
Net Calls
-$135M
Net Calls Change
-$175M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$544M
2
DZ Bank
DZ Bank
Germany
+$276M
3
National Pension Service
National Pension Service
South Korea
+$198M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$195M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$178M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.7B
2
Wells Fargo
Wells Fargo
California
-$449M
3
BlackRock
BlackRock
New York
-$400M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$296M
5
Millennium Management
Millennium Management
New York
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1301
Empirical Wealth Management
Washington
$686K +$193K +2,211 +39%
RGC
1302
Roberts, Glore & Co
Illinois
$686K -$19.2K -220 -3%
FI
1303
Financial Insights
Washington
$682K -$126K -1,448 -16%
HAIM
1304
Hunter Associates Investment Management
Pennsylvania
$680K – – –
GC
1305
Gratus Capital
Georgia
$679K +$398K +4,563 +141%
SIM
1306
Studio Investment Management
Illinois
$679K +$191K +2,171 +39%
NFG
1307
Nations Financial Group
Iowa
$678K -$1.2M -13,732 -64%
NF
1308
Nvest Financial
New Hampshire
$677K +$102K +1,171 +18%
MC
1309
Martin & Co
Tennessee
$674K -$17.7K -203 -3%
PWAM
1310
Pinnacle West Asset Management
Wyoming
$674K +$3.05K +35 +0.5%
WCM
1311
Winthrop Capital Management
Indiana
$674K +$8.28K +95 +1%
FFBTD
1312
First Financial Bank - Trust Division
Ohio
$674K -$8.72K -100 -1%
JPWM
1313
Jamison Private Wealth Management
Georgia
$673K +$55.3K +635 +9%
BHPW
1314
Beverly Hills Private Wealth
California
$673K +$77K +884 +13%
UWM
1315
USAdvisors Wealth Management
Minnesota
$670K +$2.78K +32 +0.4%
AWM
1316
AE Wealth Management
Kansas
$669K -$11.7M -133,825 -95%
VHAM
1317
Van Hulzen Asset Management
California
$666K +$86.1K +987 +15%
WEG
1318
World Equity Group
Illinois
$659K +$41.4K +475 +7%
CBNLCF
1319
Cognios Beta Neutral Large Cap Fund
Kansas
$657K – – –
SN
1320
Sittner & Nelson
Oregon
$656K -$65.3K -749 -9%
WC
1321
Westhampton Capital
North Carolina
$656K +$69.7K +800 +12%
FAFN
1322
First Affirmative Financial Network
Colorado
$650K +$22.1K +253 +4%
FCMC
1323
Founders Capital Management (Connecticut)
Connecticut
$648K -$52.3K -600 -7%
PP
1324
Patten & Patten
Tennessee
$648K +$1.05K +12 +0.2%
EWM
1325
EPG Wealth Management
Georgia
$647K +$11.9K +137 +2%
51 52
53
54 55